Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,740 | $106,918+52.2% | $84,021+93.7% | $152,897+6.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.31% | 105.01%-87.7pp | 71.32%-54.0pp | 345.43%-328.1pp |
| Employer contribution / active EE | $3,031 | $2,735+10.8% | $1,984+52.8% | $4,764-36.4% |
| Participant deferral / active EE | $6,567 | $4,012+63.7% | $3,239+102.7% | $5,851+12.2% |
| Admin fee / account holder | $5,544 | $8,288-33.1% | $6,102-9.1% | $11,599-52.2% |